Mark Martel
Mark Martel is a CFP-designated registered investment advisor at Martel Wealth Advisors, LLC, based in Vancouver, WA, with 43 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,033 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee schedule is for Charles Schwab & Co. Inc & SEI Private Trust Company accounts. Transamerica and Lincoln Financial Group accounts have slightly different fees: $0 - $499,999: 1.24%, $1,000,000 - $4,999,999: 0.72%, Over $10,000,000: 0.48%. Fees may be negotiable.
Fee Estimator
Location
2001 SE Columbia River Drive, Ste 200, Vancouver, WA, 98661
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2005Other Business ActivitiesSells Insurance
Mark is a managing member and property owner of multiple real estate and property LLCs, dedicating minimal time to these activities. He is also a board member of Peace Health SW Medical Center Foundation and sells term and other insurance products, also dedicating minimal time to these activities.
Employment History
Current Registrations
Martel Wealth Advisors, LLC
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
First Pacific Capital CorporationBroker
Cooperative Financial Planners, LTD.Broker
Financial Network Investment CorporationBroker
Waddell & Reed, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.